Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,757 | $217,427+226.4% | $185,837+281.9% | $167,518+323.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.43% | 148.39%-134.0pp | 122.08%-107.7pp | 478.71%-464.3pp |
| Employer contribution / active EE | $17,766 | $5,874+202.4% | $5,168+243.8% | $4,838+267.2% |
| Participant deferral / active EE | $21,661 | $6,357+240.7% | $5,568+289.0% | $6,342+241.6% |
| Admin fee / account holder | $133,953 | $19,816+576.0% | $16,241+724.8% | $12,312+987.9% |